2023 Form 5500 filing — Hgs 401(K) Retirement Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015094413NAL0047241152001) for Hgs 401(K) Retirement Plan, reported by Kimberly S Koch under EIN 73-1723493 and plan number 001. It reports 1,291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13MReported net assets$12,973,145
Participants1.3K1,291
Provider compensation$40.8K1 Schedule C row(s)$40,840
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015094413NAL0047241152001
Plan sponsor
Kimberly S Koch
EIN
73-1723493
Plan number
001
Location
Peoria, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13M total assets
Net assets$13MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$132.8K
Participant$1M
Full reported line items
Total assets (EOY)
$12,973,145
Total liabilities (EOY)
$0
Net assets (EOY)
$12,973,145
Employer contributions
$132,810
Participant contributions
$1,007,792
Total income / additions
$2,967,156
Benefits paid
$1,782,552
Administrative expenses
$40,838
Total expenses
$1,915,865
Net increase / (decrease)
$1,051,291
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $40.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015094413NAL0047241152001 cover?
It is the 2023 Form 5500 filing for Hgs 401(K) Retirement Plan, reported by Kimberly S Koch (EIN 73-1723493).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages